Simplicity Wealth,Llc Ishares National Muni Bond ETF Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 171,330 shares of MUB stock, worth $17.7 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

171,330

Previous 99,802 71.67%

Holding current value

$17.7 Million

Previous $10.5 Million 70.51%

% of portfolio

0.79%

Previous 0.87%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$102.31 - $105.8 $7.32 Million - $7.57 Million	71,528 Added 71.67%	171,330 $17.9 Million
Q1 2025 Apr 14, 2025	BUY	$104.71 - $107.69 $9.09 Million - $9.35 Million	86,779 Added 666.35%	99,802 $10.5 Million
Q4 2024 Feb 07, 2025	SELL	$105.78 - $108.7 $6.6 Million - $6.78 Million	-62,405 Reduced 82.73%	13,023 $1.39 Million
Q3 2024 Oct 09, 2024	SELL	$106.13 - $108.7 $2.08 Million - $2.13 Million	-19,579 Reduced 20.61%	75,428 $8.19 Million
Q2 2024 Jul 10, 2024	BUY	$105.37 - $107.16 $1.08 Million - $1.1 Million	10,257 Added 12.1%	95,007 $10.1 Million
Q1 2024 Apr 24, 2024	BUY	$107.41 - $108.76 $6.41 Million - $6.49 Million	59,676 Added 238.0%	84,750 $9.12 Million
Q4 2023 Jan 29, 2024	BUY	$100.97 - $108.77 $659,637 - $710,594	6,533 Added 35.24%	25,074 $2.72 Million
Q3 2023 Oct 19, 2023	BUY	$102.54 - $107.39 $365,862 - $383,167	3,568 Added 23.83%	18,541 $1.9 Million
Q2 2023 Jul 26, 2023	BUY	$105.16 - $108.58 $47,216 - $48,752	449 Added 3.09%	14,973 $1.6 Million
Q1 2023 Apr 27, 2023	BUY	$104.99 - $108.49 $1.52 Million - $1.58 Million	14,524 New	14,524 $1.56 Million
Q2 2022 Jul 19, 2022	SELL	$104.73 - $109.51 $447,930 - $468,374	-4,277 Closed	0 $0
Q1 2022 May 20, 2022	BUY	$109.33 - $116.18 $8,855 - $9,410	81 Added 1.93%	4,277 $469,000
Q4 2021 Feb 25, 2022	BUY	$115.39 - $116.62 $484,176 - $489,337	4,196 New	4,196 $488,000

Others Institutions Holding MUB

# of Institutions

1,699

Shares Held

326M

Call Options Held

940K

Put Options Held

4.43M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

More about MUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account

Simplicity Wealth,Llc Ishares National Muni Bond ETF Transaction History